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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brian Lamonica (CRD# 7621404) is an Investment Advisor Representative working at Edward Jones in Miramar Beach , FL and has 1 year of experience in the finance industry.
Joshua Little (CRD# 7692460) is an Investment Advisor Representative working at Wells Fargo Advisors in Destin, FL and has 1 year of experience in the finance industry.
James Liufau (CRD# 3269758) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Destin, FL and has 1 year of experience in the finance industry.
James Luttrell (CRD# 7314443) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Destin, FL and has over 2 years of experience in the finance industry.
Lynne Mathews (CRD# 7323248) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 3 years of experience in the finance industry.
Rachel Miller (CRD# 7199688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Niceville, FL and has over 3 years of experience in the finance industry.
Nicole Newland (CRD# 6380891) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has 1 year of experience in the finance industry. Nicole Newland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian O'neill (CRD# 7295679) is an Investment Advisor Representative working at Winged Wealth Management And Financial Planning in Niceville, FL and has over 3 years of experience in the finance industry. Brian O'neill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Pugh (CRD# 7352102) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Niceville, FL and has over 3 years of experience in the finance industry.
Phillip Streible (CRD# 4546669) is an Investment Advisor Representative working at Blue Line Capital in Miramar Beach, FL and has over 21 years of experience in the finance industry.